Equity research
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Dril-Quip initiation | Cowen & Co.
A 2014 report initiating coverage of DRQ with a Hold rating
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Seismic initiation | Dahlman Rose & Co.
A 2012 report introducing coverage of the marine seismic industry
Institutional thought leadership
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Victory Park Capital
The case for ABF in private credit portfolios (2025)
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Nuveen
The energy transition: 10 essential indicators for institutional investors (2025)
Investor letters
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Viewpoints I | Slocum, Gordon & Co.
A January 2022 letter to clients
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Viewpoints II | Slocum, Gordon & Co.
A July 2021 letter to clients